FWP
DFSU

Family Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Family Wealth Partners’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$670K Buy
14,370
+258
+2% +$11.7K 0.21% 54
2026
Q1 		$580K Buy
14,112
+4,878
+53% +$211K 0.2% 56
2025
Q4 		$401K Buy
9,234
+47
+0.5% +$2.02K 0.14% 60
2025
Q3 		$390K Buy
9,187
+665
+8% +$27.2K 0.15% 59
2025
Q2 		$334K Buy
8,522
+754
+10% +$27.5K 0.13% 51
2025
Q1 		$278K Buy
7,768
+174
+2% +$6.61K 0.13% 44
2024
Q4 		$288K Sell
7,594
-176
-2% -$6.74K 0.14% 39
2024
Q3 		$289K Buy
7,770
+12
+0.2% +$429 0.15% 39
2024
Q2 		$270K Buy
7,758
+1,077
+16% +$36.5K 0.14% 39
2024
Q1 		$230K Buy
6,681
+33
+0.5% +$1.07K 0.13% 41
2023
Q4 		$207K Buy
+6,648
New +$191K 0.16% 40

Other funds holding DFSU

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return

Family Wealth Partners's DFSU Position: Q2 2026 in Review

Family Wealth Partners increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 1.8% in Q2 2026, buying an estimated $11.7K and bringing the position to 14,370 shares worth $670K. The position accounts for 0.21% of the portfolio, ranked #54.

Family Wealth Partners first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 137 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Family Wealth Partners held 14,370 shares of Dimensional US Sustainability Core 1 ETF worth $670K as of Q2 2026.
  • Family Wealth Partners bought 258 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $11.7K.
  • Dimensional US Sustainability Core 1 ETF made up 0.21% of Family Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Family Wealth Partners first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 137 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.